Join Our Team
Why Work with Us?
Money for Nothin’
Start with three weeks paid time-off each year and earn more.
Additional Days Off
When we meet our goals, we prefer to give employees extra days off.
In a non client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in.
We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50+. We know a lot about money, it’s what we do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network.
It’s the same health insurance that Tony has for himself.
We pay for your health, dental, vision and life insurance.
Paid time-off to go to the doctor, dentist, etc.
Free lunches provided for weekly team building.
Free coffee (nespresso), tea, sodas, water and hot cocoa — all on-site.
You Look Like You Work Out.
Free onsite gym.
Want To Lend a Hand?
We support local charities financially and with paid time-off to volunteer.
Supporting Our Families
We are proud to support our families through sponsorships such as team and club sponsorship programs.
Use The Force, Luke.
Mentorship is part of the deal.
We want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off of the Guerke’s Corners exit on I-94.
Mequon location is right off of I-43 on Mequon and Port Washington Rd.
Wow, You’re Smart.
We’ll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration.
We’ll even pay for your CERTIFIED FINANCIAL PLANNER™️ designation.
Want to get your CPA license? Let’s do it.
Let’s have fun!
Quarterly team lunches and team building events off site.
Annual Team Holiday Party.
Paid-for Annual Trips
Company hits our goals, let’s all travel together.
"*" indicates required fields